Charles Mark Foudree

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Independence, MO
• 11/2016 → 06/2026
  Wells Fargo Clearing Services, Llc
  Independence, MO
• 06/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lee'S Summit, MO

Previous Registrations

• 2008-01-01 → 2026-06-11
  Wells Fargo Clearing Services, Llc
  Lees Summit, MO
  Blue Springs, MO
• 2007-05-25 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Independence, MO
• 2006-08-12 → 2007-06-11
  Ubs Financial Services Inc.
  Leawood, KS
• 2001-02-21 → 2006-08-12
  Piper Sandler & Co.
  Leawood, KS
  Leawood, KS

Other Businesses

JACKSON COUNTY PENSION BOARD; NOT INV RELATED; INDEPENDENCE,MO; MONITOR INVESTMENT MANAGERS ; BOARD MEMBER; START DATE: 12/23/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-30
• S63 Uniform Securities Agent State Law Examination
  1990-11-05

Other Names

• Charles Mark Foudree